Aaon, Inc.
AAON- Exchange
- Nasdaq
- Industry
- Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip
- SEC CIK
- 0000824142
In the last 90 days, Aaon, Inc. insiders filed 2 open-market purchases and 0 sales; 474 institutions reported holding it in 13F filings for Q2 2026, worth $8.26B in total; Giverny Capital is the only superinvestor holding it.
13F holders, Q1 2024
Institutional positions in Aaon, Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 330
- +30 vs. Q4 2023
- Shares held
- 58.1M
- +104.6K (+0.2%) vs. Q4 2023
- Total value
- $5.12B
- +$833.5M (+19.5%) vs. Q4 2023
- New holders
- 55
- 118 more added
- Sold out
- 25
- 114 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AAON on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 474 | $8.26B |
| Q1 2026 | 402 | $5.77B |
| Q4 2025 | 401 | $5.61B |
| Q3 2025 | 404 | $6.80B |
| Q2 2025 | 393 | $4.67B |
| Q1 2025 | 384 | $4.78B |
| Q4 2024 | 422 | $6.83B |
| Q3 2024 | 382 | $6.33B |
| Q2 2024 | 361 | $5.13B |
| Q1 2024 | 330 | $5.12B |
| Q4 2023 | 303 | $4.28B |
| Q3 2023 | 292 | $3.28B |
| Q2 2023 | 303 | $3.71B |
| Q1 2023 | 278 | $3.72B |
| Q4 2022 | 252 | $2.80B |
| Q3 2022 | 220 | $2.04B |
| Q2 2022 | 204 | $2.08B |
| Q1 2022 | 205 | $2.11B |
| Q4 2021 | 213 | $2.98B |
| Q3 2021 | 206 | $2.40B |
| Q2 2021 | 207 | $2.30B |
| Q1 2021 | 210 | $2.62B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Aaon, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fuller & Thaler Asset Management, Inc. | 325,112 | $28.6M | 0.12% | +89,724+38.1% | Added |
| Driehaus Capital Management LLC | 357,334 | $31.5M | 0.31% | +176,840+98.0% | Added |
| Principal Financial Group Inc | 374,150 | $33.0M | 0.02% | +7,144+1.9% | Added |
| Wells Fargo & Company | 391,388 | $34.5M | 0.01% | −2,473−0.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 450,009 | $39.6M | 0.14% | +198,131+78.7% | Added |
| FMR LLC | 471,265 | $41.5M | 0.00% | +392,488+498.2% | Added |
| Rockefeller Capital Management L.P. | 499,234 | $44.0M | 0.13% | −37,629−7.0% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 527,875 | $46.5M | 0.41% | +219,435+71.1% | Added |
| Price T Rowe Associates Inc | 562,933 | $49.6M | 0.01% | +6,766+1.2% | Added |
| Lord, Abbett & Co. LLC | 592,804 | $52.2M | 0.17% | +94,026+18.9% | Added |
| Goldman Sachs Group Inc | 624,365 | $55.0M | 0.01% | +660.0% | Added |
| Bokf, NA | 681,522 | $60.0M | 1.09% | +13,140+2.0% | Added |
| Norges Bank | 781,994 | $68.9M | 0.01% | +188,627+31.8% | Added |
| Northern Trust Corp | 787,933 | $69.4M | 0.01% | −15,858−2.0% | Reduced |
| Bank of New York Mellon Corp | 800,526 | $70.5M | 0.01% | +188,127+30.7% | Added |
| Charles Schwab Investment Management Inc | 854,649 | $75.3M | 0.02% | +16,868+2.0% | Added |
| Wasatch Advisors Inc | 1,020,135 | $89.9M | 0.47% | −4,725−0.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,366,076 | $120.4M | 0.07% | +543,595+66.1% | Added |
| Ameriprise Financial Inc | 1,531,823 | $135.0M | 0.04% | −52,291−3.3% | Reduced |
| Geode Capital Management, LLC | 1,534,141 | $135.2M | 0.01% | +42,886+2.9% | Added |
| Dimensional Fund Advisors LP | 1,544,651 | $136.1M | 0.04% | −69,924−4.3% | Reduced |
| JPMorgan Chase & Co | 1,547,063 | $136.3M | 0.01% | +35,402+2.3% | Added |
| Invesco Ltd. | 1,633,080 | $143.9M | 0.03% | +11,246+0.7% | Added |
| Geneva Capital Management LLC | 1,671,859 | $147.3M | 2.59% | −30,782−1.8% | Reduced |
| Morgan Stanley | 1,813,299 | $159.8M | 0.01% | −91,671−4.8% | Reduced |
| State Street Corp | 2,491,175 | $219.5M | 0.01% | +48,833+2.0% | Added |
| Conestoga Capital Advisors, LLC | 2,574,096 | $226.8M | 3.28% | −780,146−23.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,974,193 | $350.1M | 0.81% | −185,947−4.5% | Reduced |
| Vanguard Group Inc | 7,278,855 | $641.3M | 0.01% | +61,544+0.9% | Added |
| BlackRock Inc. | 10,286,665 | $906.3M | 0.02% | −35,706−0.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −255,197−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −101,847−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −43,892−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −36,388−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −35,850−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −14,840−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −11,524−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −10,043−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −5,470−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −4,375−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | – | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −3,451−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −1,803−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −1,518−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −535−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −448−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −342−100.0% | Sold out |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| DFPG Investments, LLC | – | – | – | – | Not filed |
| Bridgecreek Investment Management, LLC | – | – | – | – | Not filed |